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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2601
Reliant Investment Management
Reliant Investment Management
Tennessee
$38.5M +$4.79M 5 14.61% Increased
2602
Centiva Capital
Centiva Capital
New York
$38.5M -$18.6M 7 0.37% Reduced
2603
Spirit of America Management Corp
Spirit of America Management Corp
New York
$38.5M +$928K 8 7.71% Increased
2604
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$38.4M +$213K 6 1.57% Increased
2605
SL
Siren LLC
Connecticut
$38.3M -$877K 5 1.5% Reduced
2606
Tranquility Partners
Tranquility Partners
Tennessee
$38.2M +$1.68M 6 12.89% Increased
2607
Adalta Capital Management
Adalta Capital Management
New York
$38.2M -$85.4K 7 17.32% Reduced
2608
Pacifica Partners
Pacifica Partners
Canada
$38.1M -$300K 8 13.63% Reduced
2609
Mendel Money Management
Mendel Money Management
Illinois
$38.1M -$1.07M 7 16.01% Reduced
2610
PYA Waltman Capital
PYA Waltman Capital
Tennessee
$38.1M +$2.09M 4 10.2% Increased
2611
Legacy CG
Legacy CG
Texas
$38M -$2.24M 4 10.71% Reduced
2612
Cascade Financial Partners
Cascade Financial Partners
California
$38M -$696K 8 4.36% Reduced
2613
Root Financial Partners
Root Financial Partners
California
$38M +$3.64M 23 2.34% Increased
2614
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$38M -$694K 7 8.16% Reduced
2615
WBH Advisory
WBH Advisory
Maryland
$37.9M -$338K 7 2.9% Reduced
2616
FCA
FLC Capital Advisors
California
$37.9M +$512K 7 7.35% Increased
2617
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$37.9M +$182K 7 3.87% Increased
2618
SIA
Strategic Investment Advisors
Michigan
$37.9M -$1.18M 6 3.41% Reduced
2619
Nadler Financial Group
Nadler Financial Group
Illinois
$37.8M +$121K 6 3.61% Increased
2620
Invenomic Capital Management
Invenomic Capital Management
Massachusetts
$37.8M +$5.49M 1 1.83% Increased
2621
VWM
VCI Wealth Management
Missouri
$37.8M +$3.48M 5 11.46% Increased
2622
AW
Atlas Wealth
Ohio
$37.8M -$1.31M 6 12.2% Reduced
2623
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$37.8M -$1.11M 6 10.51% Reduced
2624
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$37.8M -$307K 6 7.07% Reduced
2625
Stableford Capital II
Stableford Capital II
Arizona
$37.8M +$37K 5 13.65% Increased